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Share Project information with your customer

by SK Dutta 5. October 2010 21:10

OfficeClip Extranet allows you to share your project information with your customers and service providers. For example, suppose you want to share timesheet summary with your customer so that they can, at any time, see how much time is spent on various tasks. You will need to follow the steps below:

  1. Create a Timesheet Report that you want to share and save the report
  2. Create an Extranet customer login
  3. Create a Share for the report that you creted and give access only to your customer
  4. Send the automatically generated email to the customer

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OfficeClip Tips

Share OfficeClip with your Customers without creating an account

by Admin 15. February 2010 15:18

You may want to share a document with your partner or a timesheet report with your customer but without giving them the OfficeClip login. 
 
OfficeClip Extranet can be used in two modes:

Public Sharing
 
Public Sharing allows you to share information by giving your customers a link. They can then click on the link and get the information. This is useful when you want to share many documents or show a calendar on your website. If, for example, you want to share a document with a partner, you can select the document and the extranet application will then give you a link to be sent to your customer, which when clicked will show the document to your partner.
 
 

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